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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
19
Increased
98
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMG
1
Alliance Wealth Management Group
New Jersey
$35.3M
2
BC
2
Brinker Capital
Pennsylvania
$20.5M
3
GC
3
Gratus Capital
Georgia
$12.2M
4
Charles Schwab
4
Charles Schwab
California
$77.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.8M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$14.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
PMG
5
ProVise Management Group
Florida
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTCG
51
Pring Turner Capital Group
California
$3.61M -$42.1K -1,570 -1%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$3.38M +$1.04M +38,728 +44%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$3.19M +$892K +33,244 +39%
AIM
54
AMI Investment Management
Indiana
$3.14M +$342K +12,744 +12%
TH
55
TMFS Holdings
Kansas
$3.14M +$3.14M +129,008 New
SFS
56
Summit Financial Strategies
Ohio
$2.82M +$66.2K +2,468 +2%
WA
57
Waverly Advisors
Alabama
$2.82M +$3.54K +132 +0.1%
Creative Planning
58
Creative Planning
Kansas
$2.8M +$1.96M +72,964 +233%
KLI
59
Kelman-Lazarov Inc
Tennessee
$2.67M +$348K +13,018 +15%
CFMC
60
Curbstone Financial Management Corp
New Hampshire
$2.6M +$115K +4,300 +5%
PMG
61
ProVise Management Group
Florida
$2.46M -$2.84M -105,820 -54%
Wells Fargo
62
Wells Fargo
California
$2.21M +$146K +5,442 +7%
SS
63
Simplicity Solutions
Minnesota
$2.16M +$461K +17,178 +27%
IWM
64
Integrated Wealth Management
California
$2.13M +$2.12M +79,044 +20,801%
RC
65
Roundview Capital
New Jersey
$2.03M +$167K +6,212 +9%
FG
66
Fiduciary Group
Georgia
$1.98M +$627K +23,366 +46%
BCI
67
Brinker Capital Investments
Pennsylvania
$1.83M +$57.7K +2,150 +3%
LFA
68
Landmark Financial Advisors
Kentucky
$1.81M -$376K -14,004 -17%
SFS
69
Strategic Financial Services
New York
$1.69M +$1.69M +62,810 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.66M +$490K +18,238 +42%
FI
71
FormulaFolio Investments
Michigan
$1.5M +$248K +9,248 +20%
FC
72
Financial Consulate
Maryland
$1.4M -$2.38M -88,782 -63%
ACM
73
Argentus Capital Management
Texas
$1.39M +$897K +33,420 +181%
AIA
74
Allegis Investment Advisors
Idaho
$1.39M +$47.8K +1,782 +4%
MAM
75
Marquette Asset Management
Minnesota
$1.39M -$108K -4,006 -7%
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